How to integrate GMO Sign with Slack to notify Slack when a contract is signed in GMO Sign

Step 1: Connect GMO Sign and Slack to My Apps

First, register GMO Sign and Slack to My Apps.
By registering My Apps first, you can proceed smoothly with the upcoming flow.

Let's start with connecting GMO Sign to My Apps.
Select "New Connection" from "My Apps" displayed on the left side of the Yoom workspace, then click on GMO Sign.

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The "New Registration for GMO Sign" screen will be displayed, so enter the details and click "Add".

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Next, register Sasuke to My Apps.
Select "New Connection" from "My Apps" displayed on the left side of the Yoom workspace, then click on GMO Sign.

Next, let's register Slack to My Apps.
Similar to registering HRMOS Attendance, click "New Connection" from "My Apps" on the left side of the Yoom screen.
Search for Slack using "Search by App Name" or find it from the app list.

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A screen like the image below will be displayed.
Set the channel to receive notifications and click "Allow".

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Return to the My Apps screen, and if Slack is displayed, you are done.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

Step 3: Set the Trigger for GMO Sign and Configure Slack Notifications

A screen like the image below will be displayed. Click on the area within the red frame.
On the screen for selecting the linked account and action, confirm that there are no mistakes with the GMO Sign account you are linking this time, and click "Next".

Set up the Webhook in GMO Sign, and after completion, click "Test" → "Save".

Next, click on "Generate Access Token" in the image below.

On the API connection settings screen, enter the secret key and customer ID, and click "Test" → "Save".

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Next, click on "Get Envelope Status".

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A screen like the image below will be displayed.
Follow the annotations to enter the content, and click "Test" → "Save".

Click on "Retrieve Document".

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The API connection settings screen will be displayed again.
Proceed with entering the content according to the annotations.
After entering, click "Test" → "Save".

Finally, set up the notifications to be received on Slack.
Click on "Send Message to Channel" below.

Enter the channel ID and message for the post destination.

When you click on the input field as shown in the screen below, "Output" will be displayed, allowing you to easily set the notification content.
Once you have edited the content, click "Next" → "Save".

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Step 4: Turn ON the Trigger

Finally, click "Turn ON Trigger" to complete the automation settings.
Check if the flowbot is activated correctly.

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Other Automation Examples Using GMO Sign and Slack

① Update Google Spreadsheet Information When a Contract is Completed with GMO Sign

This is a flow to update Google Spreadsheet information when a contract is completed with GMO Sign. By eliminating the time spent on this task, the entire team can focus on core operations, leading to increased productivity.

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② Create a contract with one click from kintone and send it via GMO Sign

This is the flow to create a contract with one click from kintone and send it via GMO Sign. By automating a series of tasks related to contracts, you can significantly reduce manual effort and time, thereby streamlining operations. Additionally, by eliminating data entry tasks, you can also expect to avoid the risk of human error associated with manual work.

③ Add content posted in a specific Slack room to a Google Document

This is a flow to add content posted in a specific Slack room to a Google Document. It is recommended for those who conduct business communication via Slack and share information within the team using Google Documents.

Benefits of Integrating GMO Sign with Slack

Benefit 1: Significant Improvement in Work Efficiency by Reducing Manual Tasks

For legal and sales departments responsible for contract management, integrating GMO Sign with Slack reduces the burden of manual tasks. Specifically, by automating the contract signing process with GMO Sign and automatically notifying Slack upon completion, there is no need to constantly check the contract status. For instance, even when handling multiple contracts simultaneously, you can track progress in real-time, helping to prevent oversights and errors in operations.

Benefit 2: Information Sharing Enables Quick Decision-Making

For managers and team leaders, receiving immediate notifications of contract completion via Slack is a significant advantage. For example, the sales team can receive information the moment a contract is signed and immediately transition to service delivery or preparation for delivery. Additionally, if further approval is needed, managers can grasp the situation in real-time, allowing for swift responses. This smoothens overall project progress and enhances customer satisfaction.

Benefit 3: Early Detection and Resolution of Issues Enhances Reliability

For all members involved in the contract process, real-time progress tracking aids in speeding up issue response. For example, by incorporating a flow where "the content is checked immediately after signing" triggered by Slack notifications, you can detect contract content errors or missing signatures early. This helps maintain trust with business partners while reducing internal workload and stress.

Conclusion

Integrating GMO Sign with Slack enhances contract work efficiency and information sharing. There are many benefits, such as reducing manual tasks, quick decision-making, and early issue response. Why not take this opportunity to utilize easy-to-set-up no-code automation to optimize your business processes? At Yoom, we aim to automate various tasks, so please check out our other templates.